This article explains how clients can create and manage a 'multiple approver' policy for payroll submission, which mandates several manual reviews and approvals before a report is submitted to Deel.
Org admins can invite other workers from the organization to review and approve the payroll before it is processed by Deel. Approvers will be notified if a submitted payroll report needs their review.
Step 1 - Select Organization Settings > Entities card
Step 2 - Create a pre-submission payroll approval policy
In the entity overview page, select the Policies tab and then click Create policy.
First, you will need to name the policy and add an optional description.
Step 3 - Select the approver names and the approval flow
You may customize the approval hierarchy. For example, you can select that the CFO will be the final approval and only after a lower manager's approval.
You can select individual named workers as approvers, or instead choose a job role - and any one team member with that specified role can approve (only one approval needed).
You can nominate a substitute approver if the selected approver is unavailable.
Toggle on the option if you wish to send an email to the approver when it is time to review and take action on a payroll report.
Step 4 - Submit payroll for review
The approvers will get notified and sent details about the report.
You can see the number of approvers, and the current action status.
Approvers will see that there is a pending payroll report that needs their review when they log into their Deel home page.
Frequently Asked Questions
[ACCORDION] How will we know if there are additional approvers who need to review payroll before it is processed by Deel?
Before you're able to submit payroll, you will be notified that the payroll will first require additional review from within your organization before it is processed.
Approval policies are configured by client org admins and may be managed at a group level. Click the ? tooltip to to learn more about your policy.
Upon submission, the payroll moves to pending approval. Until it is fully approved, clients can edit their payroll.
[ACCORDION] How will approvers know there is a pending approval item for them to review?
Approvers will be notified on their home page "For You" card when a payroll report needs their approval before it can be submitted to Deel and processed.
Approvers can click Review on the the payroll report submissions line.
When an approver selects the Payroll icon and chooses an entity, they'll also be see if they need to approve a submission.
[ACCORDION] Will approvers automatically receive an email every time a report is ready for review and approval?
No, the policy creator must toggle on the notification email option when creating the approval policy.
The notification settings for a policy can be changed from the Org Settings>Approval Policies card.
[ACCORDION] If I select a job role / title as an approver, does everyone with that role need to approve?
No, only one approval from any of them is needed.
If there are multiple people that hold the same role that you chose, any one of them can approve the report, and only one approval is needed.